Balentine LLC’s UDR UDR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-5,592
| Closed | -$321K | – | 704 |
|
2022
Q1 | $321K | Buy |
+5,592
| New | +$321K | 0.01% | 415 |
|
2020
Q3 | – | Sell |
-347
| Closed | -$13K | – | 805 |
|
2020
Q2 | $13K | Buy |
+347
| New | +$13K | ﹤0.01% | 495 |
|
2019
Q4 | – | Sell |
-137
| Closed | -$7K | – | 757 |
|
2019
Q3 | $7K | Hold |
137
| – | – | ﹤0.01% | 442 |
|
2019
Q2 | $6K | Buy |
+137
| New | +$6K | ﹤0.01% | 466 |
|